Using ESG Management with Archer Engage

The ESG Management use case is built to work with Archer Engage for sending assessments, either to internal business users or external third parties.

We recommend that you use the latest version of Archer Engage for the fullest functionality.

Note: See the Engage Help for instructions on installing and configuring the Engage Agent.

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Assessing materiality

The following questionnaire and application are pre-configured to send assessments to Engage:

  • Material Topic Identification Questionnaire

    • Individual records: Use the Publish button in the questionnaire.

      Note: The Publish button uses a custom object. Verify that the field and layout IDs in the custom object code match those in your instance.

    • Bulk publish: Use the Material Topic Identification - Bulk Publish report and the ESG - Material Topics DF2 - Material Topic Identification Questionnaire: Bulk Publish data feed.

  • Material Topic Responses

    • Individual records: Use the Publish button in the application.

      • Note: The Publish button uses a custom object. Verify that the field and layout IDs in the custom object code match those in your instance.

    • Bulk publish: Use the Material Topics - Bulk Publish report and the ESG - Material Topics DF4 - Material Topics: Bulk Publish data feed.

  • When you configure the feeds, you need the following:

    • The Base URL of the your Archer instance

    • Your instance name/PIN number

    • An account with read access to the report and the underlying content

    • The report GUID

    • The Tracking ID field GUID

    • The PublishJSON field GUID

      Note: This field calculates the JSON body that needs to be passed to the Publish API. Verify that the field and layout IDs in the formula match those in your instance.

    • The URL of either the Archer Engage Agent Service, and any proxy information

Metric reporting

The Metric Results application is pre-configured to send records to Engage:

  • Individual records: Use the Publish button in the application.

  • Note: The Publish button uses a custom object. Verify that the field and layout IDs in the custom object code match those in your instance.

  • Bulk publish: Use the MR - Bulk Publish report and the 5 - ESG Metric Results: Bulk Publish data feed.

When you configure the feed, you need the following:

  • The Base URL of the your Archer instance

  • Your instance name/PIN number

  • An account with read access to the report and the underlying content

  • The report GUID

  • The Tracking ID field GUID

  • The PublishJSON field GUID

    • Note: This field calculates the JSON body that needs to be passed to the Publish API. Verify that the field and layout IDs in the formula match those in your instance.

  • The URL of either the Archer Engage Agent Service, and any proxy information

This application also contains one unique feature for publishing to Engage. A calculated field (Engage Layout ID calc field) dynamically selects which layout should be used for publishing to Engage, based on the Unit of Measure and Value Type.

The following table describes how each layout is identified in the formula.

Formula Element

Layout Identified

IF(CONTAINS(ANY,[Unit of Measure],VALUEOF([Unit of Measure],"Ratio")),882,

ESG Engage Layout, Ratio

IF(CONTAINS(EXACT,[Value Type],VALUEOF([Value Type],"Text")),852,

ESG Engage Layout, Text (Default)

IF(CONTAINS(EXACT,[Value Type],VALUEOF([Value Type],"Numeric")),853,

ESG Engage Layout, Numeric

IF(CONTAINS(EXACT,[Value Type],VALUEOF([Value Type],"Amount")),883,

ESG Engage Layout, Amount

852))))

ESG Engage Layout, Text (Default)

After you install the ESG package, you must do the following:

  1. Update this calculated field with the layout IDs from your environment. To locate layout IDs, open the ESG Metric Results application in Application Builder, select each layout, and copy the ID value in the Properties panel.

  2. In the Engage Button custom object code, in the following line, replace the LayoutId value (everything between the f and c) with the field ID of your Engage Layout ID calc field.

  3. TPPConfig.jsonRequestBody.LayoutId = $.parseJSON($('[id*="f24141c"]').text());